See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,088 | $104,251-77.9% | $91,001-74.6% | $147,584-84.4% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 19.38% | 27.06%-7.7pp | 4.60%+14.8pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,298 | $3,116-58.3% | $2,456-47.1% | $4,876-73.4% |
| Participant deferral / active EE | $2,074 | $4,195-50.6% | $3,547-41.5% | $5,439-61.9% |
| Admin fee / account holder | $252 | $8,948-97.2% | $5,417-95.4% | $10,885-97.7% |